Private Market Alpha
Plain-English basics on private credit & equity, liquidity, and where (or if) it fits.
Click hereIf you’d love a clear, no-nonsense roadmap for turning your savings into reliable retirement income — so you can finally exhale and feel at peace about your future — then this is for you.
I’ve created a new course that will teach you everything I’ve learned in more than 20 years of work in the financial industry so that you can confidently invest your wealth and secure your retirement.
It’s called “Your GPS to Holistic Retirement Planning.” It’s concise, easy to follow, and you can move through it entirely at your own pace. (You’re free to jump straight to the sections that interest you most.)
Best of all, you can access the entire course for FREE—with absolutely no strings attached—right here on this page.
Unlock Your Ideal Retirement: Enroll in our Free Course & Workbook to Master Your Financial Future with Expert Guidance and Personalized Strategies!

My name is Tony Gomes.
I’m a U.S. Army veteran and fiduciary financial advisor with degrees from the University of Massachusetts–Amherst and the University of Texas at Austin. For decades I’ve helped successful families and retirees protect what they’ve built and turn it into reliable retirement income they can actually live on.
I’ve led teams in corporate America, worked at major investment firms, and now run an independent fiduciary firm where my highest priority is educating successful business owners and wealthy retirees. My goal is simple: to give you the clarity and confidence to make smart decisions about your money.
Over time, I’ve seen just about everything in this industry —
The Good, the Bad & the Ugly of Financial Advice
There is thoughtful, client-first guidance out there. But there’s also a lot of noise, confusion, and advice that’s more about someone else’s commission than your long-term security.
On the internet, anyone can call themselves a “retirement guru” and start giving advice. It’s no surprise that so many retirees feel overwhelmed and unsure of whom to trust.
That’s why I created my course, “Your GPS to Holistic Retirement Planning.”
Every lesson aims to eliminate hype and sales jargon, guiding you step by step through crucial retirement decisions—including income, social security, taxes, investments, healthcare, and legacy planning.
Why am I making this course available for free? Because retirees deserve to feel confident in their plan, sleep well at night, and genuinely enjoy the life they’ve worked so hard to build. I believe everyone should have this knowledge within their reach.
If you see value in my retirement planning and wealth management process, I hope you’ll consider working with me to put these ideas into action.
Unlock your ideal retirement with tailored plans, tools, and expert advice.
Enroll in our comprehensive online course to master retirement planning including savings strategies, investment options, and legal considerations for future financial security.

The Retirement Income is a simple, fillable guide that turns the course into a practical plan—one page at a time. As you watch the lessons, you’ll capture your goals, map guaranteed income (Social Security, pensions), outline a near-term income ladder so markets can’t force bad sales, note your growth strategy and tax-smart drawdowns (taxable → IRA → Roth), and record key legacy details like beneficiaries and POA/health documents. All you need are rough account balances and pages 1–2 of last year’s tax return. Save the PDF (no printing required) and upload it via the secure link on your confirmation page. When we meet, we’ll review your one-page GPS together and turn it into clear next steps—so you arrive organized, confident, and ready to decide.

Access continuous educational updates and materials on evolving fiscal policies, ensuring your retirement strategy remains relevant and effective.
Access personalized advice with expert financial consultants to refine your retirement strategy and address specific queries in tailored coaching sessions.

From humble beginnings in Cape Verde to Army service and an MBA at UT Austin, Tony built a practical, coordinated approach to goals, income, investments, taxes, and legacy. This book distills that framework so families can retire with clarity and confidence.
.Find it on Amazon: Buy the book
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Ready to give it a try? Jump into the free Retirement Playbook and see how the 3-bucket system turns your savings into a steady paycheck—without guesswork or jargon. Enter your email, get a 6-digit code, and start Lesson 1 in minutes. Retire once. Stay retired.

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